Summit Financial’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
12,168
+3,801
| +45% | +$870K | 0.06% | 244 |
|
|
2025
Q1 | $1.94M | Buy |
8,367
+1,933
| +30% | +$448K | 0.05% | 261 |
|
|
2024
Q4 | $1.3M | Buy |
6,434
+1,481
| +30% | +$299K | 0.05% | 270 |
|
|
2024
Q3 | $1.03M | Buy |
4,953
+271
| +6% | +$56.3K | 0.04% | 254 |
|
|
2024
Q2 | $999K | Buy |
4,682
+2,133
| +84% | +$455K | 0.05% | 228 |
|
|
2024
Q1 | $543K | Buy |
2,549
+161
| +7% | +$34.3K | 0.03% | 241 |
|
|
2023
Q4 | $428K | Buy |
2,388
+108
| +5% | +$19.3K | 0.03% | 263 |
|
|
2023
Q3 | $348K | Buy |
2,280
+126
| +6% | +$19.2K | 0.03% | 278 |
|
|
2023
Q2 | $374K | Buy |
2,154
+782
| +57% | +$136K | 0.03% | 256 |
|
|
2023
Q1 | $224K | Buy |
1,372
+35
| +3% | +$5.71K | 0.02% | 234 |
|
|
2022
Q4 | $210K | Sell |
1,337
-112
| -8% | -$17.6K | 0.02% | 236 |
|
|
2022
Q3 | $232K | Buy |
+1,449
| New | +$232K | 0.02% | 228 |
|
|
2022
Q1 | – | Sell |
-1,302
| Closed | -$217K | – | 259 |
|
|
2021
Q4 | $217K | Buy |
+1,302
| New | +$217K | 0.02% | 232 |
|